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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,590 | $74,535-87.1% | $100,712-90.5% | $82,637-88.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 19.09% | 18.92%+0.2pp | 33.27%-14.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,463 | $1,503-2.6% | $2,313-36.7% | $2,552-42.7% |
| Participant deferral / active EE | $2,309 | $3,074-24.9% | $4,085-43.5% | $4,126-44.0% |
| Admin fee / account holder | $756 | $6,576-88.5% | $9,256-91.8% | $7,339-89.7% |